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002026.SZ$12.21-0.57%
Fair $12.21+0.0%

002026.SZ

Shandong Weida Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$12.21

-0.07 (-0.57%)

Fairly Valued+0.0%Fair Value $12.21Fund rank 34/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
Declining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $150.3M · quality 75.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · 002026.SZLocal privado en este navegador · Shandong Weida Machinery Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$5.4B

P/E

20.7x

↑

EV/EBITDA

10.8x

↑

ROE

8.2%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.15

↓
52-Week Range$12
$10$17

TradingView lightweight chart

002026.SZ price, volumen y niveles de valoración

Último $12.21Periodo +258.9%
Fair value: $12.21

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-12.5%

FCF CAGR

-16.0%

FCF margin

7.8%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.22B · net income $300.0M · FCF $173.3M

2021-FY → 2024-FY

Gross margin

25.9%+4.1% pts

Operating margin

12.8%+0.1% pts

Net margin

13.5%+2.1% pts

FCF margin

7.8%-1.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.22B$2.22B$2.37B$2.47B$3.31B
Net Income$300.0M$300.0M$166.4M$206.4M$376.3M
EBITDA$450.3M$450.3M$299.8M$351.3M$522.4M
EPS0.670.670.370.470.88
Gross Margin25.9%25.9%18.8%19.9%21.7%
Operating Margin12.8%12.8%7.3%8.7%12.7%
Net Margin13.5%13.5%7.0%8.4%11.4%
Balance Sheet
Debt/Equity0.150.150.170.210.10
Current Ratio3.133.13———
Cash Flow
Free Cash Flow$173.3M$173.3M$150.3M$94.8M$292.1M
Returns
ROE8.2%8.2%4.9%6.3%12.1%
Valuation
P/E20.6920.6926.5420.9619.69
EV/EBITDA10.8010.8011.969.7111.61
P/B1.501.501.291.322.39
Growth & Yield
Revenue Growth-6.2%-6.2%-4.1%-25.5%—
EPS Growth81.1%81.1%-21.3%-46.6%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$1.08

Spread vs growth

63.7%

5Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$1.31

Spread vs growth

66.7%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$2.11

Spread vs growth

68.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +6.7%

Total return

+6.7%

Start / end P/E

31.2x → 18.2x

EPS bridge

0.37 → 0.67

Residual

-33.8%

EPS growth+81.1%
Multiple rerating-41.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-33.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.